Heritage Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History

Heritage Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$62.83 - $82.79 $7,853 - $10,348	-125 Reduced 3.73%	3,227 $261 Million
Q3 2023 Oct 18, 2023	SELL	$69.75 - $86.3 $288,834 - $357,368	-4,141 Reduced 55.26%	3,352 $235 Million
Q2 2023 Aug 11, 2023	BUY	$83.35 - $92.48 $624,541 - $692,952	7,493 New	7,493 $652 Million
Q4 2022 Feb 10, 2023	BUY	$74.24 - $94.96 $1.7 Million - $2.17 Million	22,841 New	22,841 $1.84 Billion

197

15.7M

416K

422K

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